What's New at LSV
-
Jason Karceski, Ph.D., is joining LSV as an Academic
Advisor in June. Jason, an Associate Professor of Finance
at the University of Florida, spent his last summer with
us here in Chicago. He is now taking a year's sabbatical
from the University to work with LSV full-time until August 2009.
- Effective January 1st, we expanded the
ownership of LSV: Congratulations to
Simon Zhang, CFA, Senior Quantitative Analyst.
We now have 15 employee owners who are actively
involved in the business.
- Click here to read the
latest LSV research paper, titled
"Industry Classifications and the Comovement of
Stock Returns" which was published in the
November/December 2007 issue of the
Financial Analysts Journal
by Louis K.C. Chan, Josef Lakonishok, and
Bhaskaran Swaminathan.
- *Our Enhanced Index Strategies are open to new
investors. Click
Here to learn more about the objectives of our
U.S. and non-U.S. Enhanced Index Strategies. We
launched the LSV "Conservative Value Equity Fund"
on April 1, 2007, an enhanced index mutual fund
benchmarked to the Russell 1000 Value (LSVVX).
Additionally, we launched the LSV "Conservative
Core Equity Fund", an enhanced index strategy
benchmarked to the S&P 500 on May 22, 2007.
These funds have lower minimum initial investment
requirements. Please contact us to learn
more.
- 1Q08 Market Commentaries
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Value Equity Specialists
- Institutional focus
- Employee owned
- Capacity constrained
- No soft dollars
For performance and fee information, please
contact us.
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